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TRINITY STRATEGIC WEALTH
Legal name: TULSA WEALTH ADVISORS, INC.
CRD 337956File 801-134209
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$1.35B
Non-discretionary $190.5M
Clients
1,761
5,431 accounts
Employees
27
Top 10% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 27, 2025
- Principal office
- 1375 E. 71ST STREET, TULSA, OK, 74136
- Phone
- 918-492-2150
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $190.5M
- Discretionary accounts
- 3,569
- Non-discretionary accounts
- 1,862
- Total accounts
- 5,431
- AUM per client
- $872K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $65.0M |
| Insurance companies | Fewer than 5 | $7.8M |
| High net worth individuals | 175 | $683.9M |
| Banking or thrift institutions | Fewer than 5 | $924K |
| Pension and profit sharing plans | Fewer than 5 | $128K |
| Individuals (other than high net worth individuals) | 1,560 | $777.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1763 | 1761 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.